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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

979 managers (990 13F filers) reported a position in BNDX shares at 2025-06-30, 777,369,357 shares in all. 117 filers opened a position and 73 filers sold out during the quarter.

Managers
979
13F filers
990
New
117
Added
472
Reduced
300
Sold out
73
Shares held by filers
777,369,357

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ABLE Financial Group, LLC153,160$7.58M1.83%+9,21113F-HRTimeline
SEEDS INVESTOR LLC152,532$7.55M1.77%+21,33313F-HRTimeline
Econ Financial Services Corp151,757$7.51M3.87%+2,06813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…151,522$7.5M0.15%+20,90413F-HRTimelineGroup
Modera Wealth Management, LLC147,788$7.32M0.09%+3,88813F-HRTimeline
rebel Financial LLC147,756$7.32M3.34%13F-HRTimeline
First Heartland Consultants, Inc.147,478$7.3M0.65%+22,80513F-HRTimeline
Smartleaf Asset Management LLC145,641$7.2M0.63%-33913F-HRTimeline
Elevated Capital Advisors, LLC147,478$7.2M2.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\144,029$7.13M<0.01%+26,29713F-HRTimelineGroup
Triad Wealth Partners, LLC143,689$7.11M1.44%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC142,742$7.07M0.54%+90,82013F-HRTimeline
Level Financial Advisors142,332$7.05M2.19%+24,63313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…141,784$7.02M0.1%+110,19313F-HRTimelineGroup
Physician Wealth Solutions Inc.140,742$6.97M3.23%-1,87913F-HRTimeline
Bear Mountain Capital, Inc.141,022$6.94M2.49%+1,21913F-HRTimeline
City State Bank139,852$6.92M2.17%-5,47513F-HRTimeline
Omega Financial Group, LLC138,403$6.85M2.47%+1,17413F-HRTimeline
McLean Asset Management Corp138,333$6.82M1.79%+19,44713F-HRTimeline
AllSquare Wealth Management LLC135,708$6.72M3.77%-4,60213F-HRTimeline
Tribridge Partners Financial LLC131,341$6.5M3.82%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP128,077$6.34M0.01%-65,82013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.126,044$6.24M0.97%+6,30413F-HR/ATimeline
Valpey Financial Services, LLC125,204$6.2M4.29%13F-HRTimeline
Csenge Advisory Group124,929$6.18M0.33%+2,97113F-HRTimeline
Retirement Wealth Solutions LLC123,902$6.13M4.48%-3,45813F-HRTimeline
M Holdings Securities, Inc.123,767$6.13M1.05%+9,48213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.123,162$6.1M0.39%-5,24313F-HRTimelineGroup
Strategic Blueprint, LLC122,505$6.07M0.3%+105,67313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …121,872$6.03M0.83%+18,00413F-HRTimeline
Seneschal Advisors, LLC121,436$6.01M4.74%+1,76513F-HRTimeline
Prospect Financial Group LLC121,035$5.99M6.27%-36013F-HRTimeline
Plum Street Advisors, LLC120,894$5.99M2.64%+1,29813F-HRTimeline
Chesapeake Wealth Management119,093$5.9M1.97%+2213F-HRTimeline
Upper Left Wealth Management, LLC118,578$5.87M3.92%+13613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC115,486$5.72M0.11%+20,96113F-HRTimelineGroup
Auour Investments LLC115,129$5.7M1.96%-36113F-HRTimeline
HARBOUR INVESTMENTS, INC.114,886$5.69M0.14%+12,44313F-HRTimeline
Brooklyn Investment Group114,586$5.67M0.74%+108,37613F-HR/ATimeline
SAGE RHINO CAPITAL LLC112,673$5.58M1.18%+2,85713F-HRTimeline
AMG National Trust Bank112,264$5.56M0.15%+2,81013F-HRTimeline
Arax Advisory Partners111,389$5.51M0.25%+47,54013F-HRTimeline
B. Riley Wealth Advisors, Inc.111,051$5.5M0.27%-46,54413F-HRTimeline
D.A. DAVIDSON & CO.110,766$5.48M0.04%+3,08613F-HRTimeline
SCOTIA CAPITAL INC.110,406$5.47M0.03%-1,94813F-HRTimeline
ACORN CREEK CAPITAL LLC110,296$5.46M2.27%+15,08913F-HRTimeline
Triumph Capital Management109,897$5.44M1.63%+3,50113F-HR/ATimeline
Horizons Wealth Management109,726$5.43M3.93%+1,62213F-HRTimeline
Chandler Asset Management, Inc.109,460$5.42M0.96%-47013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.107,002$5.28M3.3%+14,21713F-HRTimeline
Midwest Capital Advisors, LLC105,111$5.2M2.74%new13F-HRTimeline
W.H. Cornerstone Investments Inc.104,882$5.19M3.29%-62,46013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.104,552$5.18M0.01%+9,68813F-HRTimelineGroup
BOKF, NAin group BOKF, NA103,387$5.12M0.08%+1,58613F-HRTimelineGroup
VestGen Advisors, LLC102,458$5.07M0.2%-9,64913F-HRTimeline
Compound Planning, Inc.101,636$5.03M0.19%+26,62913F-HRTimeline
BRIGHTON SECURITIES CORP.100,711$4.99M2.73%+10,74713F-HRTimeline
Evergreen Private Wealth LLC99,068$4.9M2.06%+6,17113F-HRTimeline
Braun-Bostich & Associates Inc.99,052$4.9M3.35%+8,10113F-HRTimeline
Fort Vancouver Investment Management, L…97,635$4.83M3.3%-1,47413F-HRTimeline
Baron Financial Group, LLC96,655$4.79M2.81%+2,32013F-HRTimeline
ONE Advisory Partners, LLC96,304$4.74M1.58%new13F-HRTimeline
CGN Advisors LLC95,363$4.72M0.42%+6,32213F-HRTimeline
TrueWealth Financial Partners95,173$4.71M2.6%-48,45513F-HRTimeline
BEACON FINANCIAL GROUP94,819$4.69M0.49%new13F-HRTimeline
TSA Wealth Managment LLC94,623$4.68M1.71%new13F-HRTimeline
Ruedi Wealth Management, Inc.93,617$4.63M1.38%+6,91213F-HRTimeline
Level Wealth Management LLC93,509$4.63M2.69%+11,90113F-HRTimeline
Neumann Capital Management, LLC93,462$4.63M1.46%+1,06113F-HRTimeline
World Investment Advisors93,267$4.62M0.1%+12,12013F-HRTimeline
BCGM Wealth Management, LLC91,686$4.54M1.28%new13F-HRTimeline
Manuka Financial, LLC91,622$4.54M2.47%+6,40213F-HRTimeline
Center For Asset Management LLC91,734$4.5M2.78%-48,56113F-HRTimeline
Veery Capital, LLC90,649$4.49M1.54%+3,34013F-HRTimeline
Factor Wealth Management LTD90,574$4.48M1.23%+8,58813F-HRTimeline
Wealthfront Advisers LLC90,253$4.47M0.01%+46,92913F-HRTimeline
Gotham Asset Management, LLC90,174$4.46M0.03%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV89,885$4.45M1.35%+27,45913F-HRTimeline
LMG Wealth Partners, LLC88,989$4.41M0.91%+80713F-HRTimeline
Scarborough Advisors, LLC88,621$4.39M0.87%new13F-HRTimeline
AdvisorNet Financial, Inc88,410$4.38M0.28%+6,02713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC87,926$4.35M0.09%013F-HRTimelineGroup
Merit Financial Group, LLC87,179$4.32M0.05%+26,05813F-HRTimeline
Grey Fox Wealth Advisors, LLC86,989$4.31M1.03%+5,22113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC86,815$4.3M0.03%-7,23013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC86,808$4.3M0.32%+72513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.86,326$4.27M2.08%-3,11113F-HRTimeline
Petix & Botte Co85,842$4.25M1.04%-3,01613F-HRTimeline
Financial Engines Advisors L.L.C.85,600$4.24M0.01%+3,19113F-HRTimeline
Zeit Capital LLC85,159$4.22M3.01%+73613F-HRTimeline
NYL Investors LLC84,091$4.16M1.15%+1,19113F-HRTimeline
BUSH INVESTMENT GROUP, LLC83,245$4.12M2.77%new13F-HRTimeline
Private Advisor Group, LLC81,468$4.03M0.02%-10,98113F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…81,366$4.03M0.35%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC81,069$4.01M0.14%+3,64913F-HRTimeline
Stone Summit Wealth LLC80,469$3.98M1.23%+83413F-HRTimeline
K2 Financial Inc.80,485$3.95M3.49%+3,69813F-HRTimeline
SIMON QUICK ADVISORS, LLC79,791$3.95M0.2%+62,61613F-HR/ATimeline
Friedenthal Financial76,984$3.81M2.09%+5,84213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers75,850$3.75M0.01%+6,11113F-HRTimelineGroup
Brucke Financial, Inc.75,357$3.73M2.59%+2,35513F-HRTimeline
Drucker Wealth 3.0, LLC74,964$3.69M0.71%-14,67913F-HRTimeline
Martel Wealth Advisors LLC74,456$3.69M0.68%-1,18013F-HRTimeline
Integrated Advisors Network LLC74,244$3.68M0.17%+20,47213F-HRTimeline
HT Partners LLC74,080$3.67M1.12%-1,74213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding73,867$3.66M+3,495Timeline
Note Advisors, LLC73,507$3.64M2.52%+5,69313F-HRTimeline
PFG Advisors72,885$3.61M0.17%-7,33113F-HRTimeline
AlphaStar Capital Management, LLC72,876$3.61M0.25%-5,53913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…94,018$3.54M0.1%+5,53213F-HRTimelineGroup
Sharper & Granite LLC71,455$3.52M1.34%+2,06013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP70,313$3.48M<0.01%+6,39713F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.69,839$3.46M0.86%-6,64613F-HRTimeline
JNBA Financial Advisors69,362$3.43M0.33%-12,16013F-HRTimeline
LANARK FINANCIAL, INC.68,008$3.37M0.27%+45,89813F-HRTimeline
Emergent Wealth Advisors, LLC65,760$3.35M2.14%+1,83113F-HRTimeline
Atlatl Advisers LLC67,568$3.35M1.58%-30613F-HRTimeline
McNaughton Wealth Management, LLC66,612$3.3M1.47%new13F-HRTimeline
Strategic Financial Planning, Inc.66,557$3.29M2.05%+2,26613F-HRTimeline
SWP FINANCIAL LLC65,604$3.25M1.78%new13F-HRTimeline
MAI Capital Management64,595$3.2M0.02%-6,93213F-HRTimeline
XY Planning Network, Inc.64,364$3.19M1.08%+42,94813F-HRTimeline
Freedom Investment Management, Inc.64,247$3.18M0.25%+5,16513F-HRTimeline
WealthCare Investment Partners, LLC63,142$3.12M1.12%+2,51913F-HRTimeline
Robinswood Financial LLC62,898$3.11M1.1%-3,12213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC61,789$3.06M1.11%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.61,229$3.03M0.68%+37,32413F-HRTimeline
RiverGlades Family Offices LLC60,820$3.01M1.98%+6,80513F-HRTimeline
Five Pine Wealth Management59,188$2.95M2.18%+4,93613F-HRTimeline
Hexagon Capital Partners LLC58,872$2.91M0.65%+1,60513F-HRTimeline
Avant Financial Advisors LLC58,563$2.9M2.39%+4,51113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC57,974$2.87M1.13%+2,87713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources57,069$2.83M<0.01%-48313F-HRTimelineGroup
WealthShield Partners, LLC56,949$2.82M0.34%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56,623$2.8M0.09%+12,81313F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.56,007$2.77M0.2%+2,43713F-HRTimelineGroup
Cambria Investment Management, L.P.55,339$2.73M0.18%+5,03013F-HRTimeline
Elmwood Wealth Management, Inc.54,322$2.69M1.07%+82713F-HRTimeline
VCI Wealth Management LLC54,141$2.68M0.94%+6,33113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.53,231$2.64M0.94%-4,28713F-HRTimeline
Kingsview Wealth Management, LLC53,139$2.63M0.04%-6,52613F-HRTimeline
Crabel Capital Management, LLC53,138$2.63M1.61%-10,78413F-HRTimeline
Integrated Wealth Concepts LLC52,872$2.62M0.03%+36,70213F-HRTimeline
West Wealth Group, LLC52,919$2.62M0.65%new13F-HRTimeline
Red Wave Investments LLC52,743$2.61M0.86%-2,65313F-HRTimeline
CW Advisors, LLC52,419$2.6M0.03%+26013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …52,331$2.59M0.34%+34,47013F-HRTimelineGroup
BLB&B Advisors, LLC52,201$2.58M0.12%+4,97613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…51,255$2.54M0.06%-9,40613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.51,100$2.53M0.12%-7,30113F-HRTimelineGroup
Womack Financial LLC50,748$2.51M2.09%+93313F-HR/ATimeline
EHRLICH FINANCIAL GROUP50,124$2.48M1.61%new13F-HRTimeline
Buttonwood Financial Group, LLC50,170$2.47M1.26%new13F-HRTimeline
CHOREO, LLC49,886$2.47M0.03%+29,92913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp49,335$2.44M0.15%+3,52413F-HRTimelineGroup
SBI Securities Co., Ltd.48,765$2.41M0.07%+2,26113F-HRTimeline
BANK OF HAWAII47,645$2.36M0.12%+17,54013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,508$2.35M0.02%+2,12413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47,324$2.34M<0.01%+16,95513F-HRTimelineGroup
Benchmark Wealth Management, LLC45,847$2.27M1.01%+16,26813F-HRTimeline
Cannon Advisors, Inc.45,810$2.27M1.83%+1,86213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC45,623$2.26M1.46%+41,75013F-HRTimeline
10Elms LLP45,592$2.26M2.15%-28413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC45,521$2.25M2.2%-72113F-HRTimeline
EP Wealth Advisors, LLC45,461$2.25M0.01%+35,73913F-HRTimeline
LaSalle St. Investment Advisors, LLC45,413$2.25M0.62%-4,61613F-HRTimeline
Sovran Advisors, LLC45,673$2.25M0.24%+11,12813F-HRTimeline
Eldridge Investment Advisors, Inc.45,463$2.25M0.47%-5313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV45,337$2.24M0.45%+17813F-HRTimeline
Burk Holdings LLC45,193$2.24M1.4%+3,14013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC45,127$2.23M1.05%+97113F-HRTimeline
Robertson Stephens Wealth Management, L…45,072$2.23M0.08%+19,19713F-HRTimeline
AlphaCore Capital LLC45,060$2.23M0.08%+2,24813F-HRTimeline
Manske Wealth Management45,005$2.23M0.74%-1,79713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC44,849$2.22M0.39%+96413F-HRTimeline
Sterling Financial Planning, Inc.44,228$2.19M0.73%+1,30913F-HRTimeline
Gladwyn Financial Advisors, Inc.43,844$2.17M1.68%13F-HRTimeline
Legacy Edge Advisors, LLC43,646$2.16M0.29%new13F-HRTimeline
Sebold Capital Management, Inc.42,946$2.13M1.31%-5,62713F-HRTimeline
Balanced Rock Investment Advisors LLC42,720$2.12M1.66%-12,19113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,520$2.11M0.05%+2,84013F-HRTimelineGroup
PrairieView Partners, LLC41,589$2.06M0.2%-22113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,057$2.03M<0.01%-33,63513F-HR/ATimelineGroup
Ryan Investment Management, Inc.40,484$2M1.28%13F-HRTimeline
Signal Advisors Wealth, LLC40,197$1.99M0.16%+3,11613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK39,379$1.95M0.26%-48213F-HRTimelineGroup
Sowell Financial Services LLC38,939$1.93M0.08%-25113F-HRTimeline
United Advisor Group, LLC38,936$1.93M0.33%+15,73713F-HRTimeline
Pettinga Financial Advisors LLC38,247$1.89M0.42%new13F-HRTimeline
Comprehensive Money Management Services…38,054$1.88M1.43%-43713F-HRTimeline
FMR LLCin group FMR LLC37,966$1.88M<0.01%+13,51413F-HRTimelineGroup
Prostatis Group LLC37,932$1.88M0.54%-19,11613F-HRTimeline
Falcon Wealth Planning37,659$1.86M0.19%-80713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP37,393$1.85M0.01%+67613F-HRTimelineGroup
Northwest Capital Management Inc36,819$1.82M0.99%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC36,743$1.82M0.11%+85913F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV36,726$1.82M0.54%+28113F-HRTimeline
JMG Financial Group, Ltd.36,599$1.81M0.05%-4,50913F-HRTimeline
Running Point Capital Advisors, LLC36,487$1.81M0.5%+2,48013F-HRTimeline
Spectrum Planning & Advisory Services I…36,371$1.8M1.16%new13F-HRTimeline